The ten slides
- 1. Title, your name and credentials, and a one-line promise of what they will learn.
- 2. Why this matters now, in plain terms and without scare tactics.
- 3. The three questions most people in the room are asking.
- 4 to 6. One slide per idea, each with a simple picture or number.
- 7. Common mistakes, stated plainly.
- 8. How to decide what fits your situation.
- 9. What happens in a one-on-one review, so nobody feels pressured.
- 10. How to book, and the required disclosures.
Before you present
- Check your state and carrier rules for seminar advertising and invitations.
- Get the deck and any mailers approved by compliance.
- Rehearse once with a timer. Twenty-five minutes of content plus questions is plenty.
These guides are general practice tips, not legal or compliance advice. Always follow your carrier, IMO or BGA and state requirements, and get client-facing material approved before it goes out.